Dave Lyons Email & Phone Number
Sr. Specialist - Schwab Wealth Advisory @ Charles Schwab
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Dave Lyons Location
- Indianapolis, IN, US
Dave Lyons Work
- Sr. Specialist - Schwab Wealth Advisory @ (October 2025 - Present)
- Sr. Specialist - Private Client Services @ (July 2024 - September 2025)
- Financial Services Professional @ (July 2023 - July 2024)
- Site Analyst @ (August 2022 - December 2022)
- Associate Broker @ (September 2020 - December 2022)
- Senior Director, Premium Sales @ (August 2013 - January 2020)
- Director, Premium Sales @ (July 2009 - July 2013)
- Senior Account Executive, Sponsorship Sales @ (November 2007 - July 2009)
- Premium Sales Consultant @ (August 2005 - November 2007)
- Private Client Group @ (January 2000 - April 2004)
Dave Lyons Education
- Lehigh University
B.A. (History)
Dave Lyons Skills
- Finance
- Critical Thinking
- Microsoft PowerPoint
- Microsoft Word
- Microsoft Excel
- Consultative Selling
- Sales & Marketing
- Management
- Sponsorship
- Social Media Marketing
- Sponsorship Sales
- Sports Marketing
- Sports
- Sports Management
- Ticket Sales
- Marketing Communications
- Marketing Strategy
- Sales
- Sponsorship Activation
- Archtics
- Advertising
- Business Development
- Cold Calling
- Communication
- Contract Negotiation
- Customer Satisfaction
- Customer Service
- Deal Closure
- Event Management
- Google Suite
- Integrated Marketing
- Leadership
- Marketing
- Microsoft Office
- Negotiation
- Personal Finance
- Premium Sales
- Public Speaking
- Real Estate Transactions
- Residential Real Estate
- Sales Management
- Sales Process
- Solution Selling
- Team Building
- Team Leadership
- Teamwork
- Time Management
- Business Analysis
- Strategy
Dave Lyons Summary
- Dave Lyons, based in Indianapolis, IN, US, is currently a Sr. Specialist - Schwab Wealth Advisory at Charles Schwab. Dave Lyons brings experience from previous roles at Charles Schwab, Accurity Consolidated and Trueblood Real Estate. Dave Lyons holds a B.A. in History @ Lehigh University. With a robust skill set that includes Finance, Critical Thinking, Microsoft PowerPoint, Microsoft Word, Microsoft Excel and more. Dave Lyons has 3 emails and 1 mobile phone numbers on RocketReach.
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